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Novartis

1,005 hedge funds and large institutions have $21.1B invested in Novartis in 2017 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 344 increasing their positions, 334 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
+69
Holders Change %
+7.37%
% of All Funds
22.83%
Holding in Top 10
24
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-36.84%
% of All Funds
0.55%
New
137
Increased
344
Reduced
334
Closed
63
Calls
$61.9M
Puts
$42.2M
Net Calls
+$19.7M
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Shares
Change %
DMIC
176
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.06M +$564K +7,499 +8%
PMG
177
ProVise Management Group
Florida
$8.02M -$23.5K -313 -0.3%
DG
178
Delek Group
Israel
$7.66M +$7.66M +99,927 New
M
179
MOTCO
Texas
$7.62M -$230K -3,053 -3%
BCB
180
Brian C. Broderick
$7.57M -$338K -4,499 -4%
SWK
181
Stephen W. Kidder
$7.57M +$66.2K +880 +0.9%
MJP
182
Michael J. Puzo
$7.54M +$1.43M +18,960 +23%
CGT
183
Capital Guardian Trust
California
$7.51M +$7.51M +99,793 New
Balyasny Asset Management
184
Balyasny Asset Management
Illinois
$7.28M -$12.3M -163,221 -63%
EA
185
Edge Advisors
Georgia
$7.22M +$203K +2,692 +3%
FGP
186
Foyston, Gordon, & Payne
Ontario, Canada
$7.12M -$6.96M -92,514 -49%
WCM
187
Wallace Capital Management
Texas
$7.09M +$60.1K +799 +0.9%
CCMIC
188
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$7.08M +$128K +1,702 +2%
BCM
189
Brookmont Capital Management
Texas
$7.07M +$2.42M +32,165 +52%
CCM
190
Cohen Capital Management
California
$7.04M +$33.6K +447 +0.5%
ANTB
191
AMG National Trust Bank
Colorado
$6.97M
GC
192
Grimes & Company
Massachusetts
$6.92M +$4.27M +56,716 +161%
KeyBank National Association
193
KeyBank National Association
Ohio
$6.9M -$165K -2,193 -2%
EVM
194
Evelyn V. Moreno
$6.89M -$404K -5,366 -6%
GHA
195
GW Henssler & Associates
Georgia
$6.84M +$399K +5,297 +6%
FTIOP
196
Fiduciary Trust International of Pennsylvania
Pennsylvania
$6.84M -$238K -3,163 -3%
BC
197
Brinker Capital
Pennsylvania
$6.83M +$867K +11,487 +15%
ISL
198
Ingalls & Snyder LLC
New York
$6.72M -$22.2K -295 -0.3%
ZAM
199
Zevin Asset Management
Massachusetts
$6.71M -$385K -5,114 -5%
GT
200
Glenmede Trust
Pennsylvania
$6.66M -$158K -2,102 -2%